Nasdaq - Delayed Quote USD

Franklin Small Cap Growth A (FSGRX)

21.21
+0.01
+(0.05%)
At close: 8:04:16 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -8.66%
5y Average Return 6.22%
Number of Years Up 16
Number of Years Down 8
Best 1Y Total Return (May 23, 2025) 54.48%
Worst 1Y Total Return (May 23, 2025) --
Best 3Y Total Return 54.48%
Worst 3Y Total Return -3.37%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
FSGRX
Category
YTD
-12.79%
12.40%
1-Month
0.05%
3.37%
3-Month
-17.95%
4.88%
1-Year
-3.25%
55.69%
3-Year
4.64%
19.34%
5-Year
7.33%
20.72%
10-Year
7.01%
13.98%
Last Bull Market
19.64%
27.85%
Last Bear Market
-21.80%
-24.06%

Annual Total Return (%) History

Year
FSGRX
Category
2025
--
--
2024
12.77%
--
2023
30.65%
--
2022
-30.43%
--
2021
-0.73%
--
2020
41.14%
38.62%
2019
32.96%
27.68%
2018
-2.65%
-5.76%

2017
20.93%
21.50%
2016
8.36%
11.20%
2015
-4.74%
-2.41%
2014
3.53%
2.44%
2013
54.48%
40.91%
2012
10.51%
13.15%
2011
-1.02%
-3.55%
2010
34.56%
26.98%
2009
45.41%
35.46%
2008
-41.12%
-41.55%
2007
3.29%
7.59%
2006
9.46%
10.81%
2005
4.48%
6.02%
2004
11.07%
12.41%
2003
48.47%
45.54%
2002
-27.25%
-27.88%
2001
-3.33%
-8.91%
2000
--
-3.85%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 -12.83% -- -- --
2024 7.19% -3.90% 6.18% 3.11%
2023 10.47% 6.61% -5.66% 17.59%
2022 -12.86% -21.80% -1.87% 4.04%
2021 5.63% 4.64% -5.79% -4.67%
2020 -26.12% 42.55% 9.88% 21.97%
2019 18.88% 5.18% -4.23% 11.02%
2018 5.50% 6.64% 7.43% -19.46%
2017 4.64% 2.63% 5.32% 6.92%
2016 -7.19% 4.85% 12.07% -0.64%

2015 5.18% 3.11% -16.85% 5.63%
2014 3.45% 2.61% -9.50% 7.77%
2013 18.39% 5.22% 12.64% 10.09%
2012 12.50% -4.90% 1.85% 1.41%
2011 7.59% 2.38% -21.92% 15.08%
2010 9.18% -6.62% 11.26% 18.62%
2009 -6.68% 25.76% 16.07% 6.74%
2008 -17.17% 3.28% -7.82% -25.33%
2007 4.34% 5.33% -1.12% -4.96%
2006 12.77% -7.17% -3.78% 8.67%
2005 -4.22% 3.09% 4.45% 1.31%
2004 2.72% 2.92% -5.32% 10.97%
2003 -5.01% 22.14% 9.24% 17.14%
2002 2.23% -14.87% -25.73% 12.54%
2001 -11.26% 16.00% -25.98% 26.86%
2000 5.06% -18.06% -- --

Rank in Category (By Total Return)

YTD 73
1-Month 30
3-Month 89
1-Year 84
3-Year 40
5-Year 68

Load Adjusted Returns

1-Year -8.57%
3-Year 2.69%
5-Year 6.13%
10-Year 6.41%

Performance & Risk

YTD Return -8.66%
5y Average Return 6.22%
Rank in Category (ytd) 73
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.21
Morningstar Risk Rating

Fund Overview

Category Small Growth
Fund Family Franklin Templeton Investments
Net Assets 2.28B
YTD Return -12.79%
Yield 0.00%
Morningstar Rating
Inception Date May 01, 2000

Fund Summary

The fund invests at least 80% of its net assets in the equity securities of small-cap companies. The equity securities in which the fund invests are predominantly common stock. Small-cap companies are companies with market capitalizations not exceeding (i) $1.5 billion or (ii) the highest market capitalization in the Russell 2000® Index, whichever is greater, at the time of purchase. It may invest in equity securities of larger companies. The fund, from time to time, may have significant positions in particular sectors such as information technology, healthcare, consumer discretionary and industrials.

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